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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,437 | $150,447-47.2% | $136,298-41.7% | $147,586-46.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.13% | 1049.15%-1033.0pp | 5156.27%-5140.1pp | 578.59%-562.5pp |
| Employer contribution / active EE | $2,618 | $5,256-50.2% | $4,696-44.2% | $4,876-46.3% |
| Participant deferral / active EE | $8,958 | $6,631+35.1% | $6,247+43.4% | $5,439+64.7% |
| Admin fee / account holder | $26,335 | $10,906+141.5% | $9,244+184.9% | $10,886+141.9% |